SKY BIGHT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SKY BIGHT FOUNDATION INC (EIN 22-3514004)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-25
- IRS object ID
- 202001779349100500
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-25T06:07:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPER & WHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223514004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKY BIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKYB | BusinessNameControlTxt |
| Phone | 8603137032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 PERKINS STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARRE B BETTS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8603137032 | PhoneNum |
| Signature | 2020-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W SCOTT GOETJEN CPA | PreparerPersonNm |
| PTIN | P00145918 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2020-06-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.200.77.246 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-12 | IPDt |
| IP Tm | 10:27:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35CAED031933104B70990096784C801757EFBA87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 459B5255CD1E796E58E08B09E5A91D662022FF0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,596,151 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,536 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $546,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,575,615 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $548,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $536,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,596,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $548,904 | CapitalStockBOYAmt |
| Capital Stock EOY | $536,331 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $548,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $536,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $548,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $536,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $548,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $536,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $536,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2,510 SHS BARNES GROUP INC | PropertyDesc |
| Acquired | 1960-01-31 | AcquiredDt |
| Sold | 2019-07-03 | SoldDt |
| Gross Sales Price | $130,729 | GrossSalesPriceAmt |
| Gain Or Loss | $130,729 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $130,729 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,729 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,781 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,789,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046890 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $174,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,704,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,790,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.004832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,081 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,892,453 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048129 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,872,204 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042303 | DistributionYr5Rt |
| Total Distribution | 0.206816 | TotalDistributionRt |
| Average Distribution | 0.041363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,363,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,561 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,561 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $521 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA L ROSEMAN DAVID | IndividualWithBooksNm |
| Phone | 8603137032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BK OF AMERICA 29 SOUTH MAIN ST | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALLACE BARNES | ||||||||
| 1875 PERKINS STREET | BRISTOL | CT | 06010 | CHAIR | 0.00 | $0 | $0 | $0 |
| BARBARA HACKMAN FRANKLIN | ||||||||
| 1875 PERKINS STREET | BRISTOL | CT | 06010 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| THOMAS O BARNES | ||||||||
| 1900 PERKINS STREET | BRISTOL | CT | 06010 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JARRE B BETTS | ||||||||
| 1924 PERKINS STREET | BRISTOL | CT | 06010 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DONNA L ROSEMAN DAVID BK OF AMERICA | ||||||||
| 29 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | RECORDING SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,350,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,399,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,399,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,363,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,561 | TotalTaxAmt |
| Distributable Before Adj | $116,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,561 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,543 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $114,095 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALLACE BARNES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRISTOL HOSPITAL DEVELOPMENT FOUNDATION | ||||||
| 145 QUEEN STREET | BRISTOL | CT | 06010 | PUBLIC | FUNDING FOR THE RENOVATION OF THE EMERGENCY DEPARTMENT | $72,000 |
| BOYS & GIRLS CLUB FAMILY CENTER OF BRISTOL | ||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PUBLIC | TO ASSIST WITH DEBT REDUCTION | $5,000 |
| CAMFED | ||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | PUBLIC | FUNDING TO SUPPORT THE EDUCATION OF GIRLS AND THE EMPOWERMENT OF YOUNG WOMEN IN AFRICA | $900 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | PUBLIC | FUNDING TO HELP ESTABLISH THE WILLIAM SEAMUS HUGHES PROFESSORSHIP | $900 |
| CONNECTICUT STORYTELLING CENTER | ||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | PUBLIC | FUNDING TO SUPPORT THE START WITH STORIES PROGRAM IN THE BRISTOL ELEMENTARY SCHOOLS | $215 |
| ENVIRONMENTAL LEARNING CENTER OF CONNECTICUT | ||||||
| 301 WOLCOTT ROAD | BRISTOL | CT | 06010 | PUBLIC | FUNDING TO SUPPORT VOLUNTEER COORDINATOR POSITION AND VOLUNTEER PROGRAM | $20,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PUBLIC | FUNDING TO HELP FEED AND TRAIN GERMAN SHEPHERD PUPS TO BE GUIDE DOGS | $225 |
| FIRST CONGREGATIONAL CHURCH OF BRISTOL | ||||||
| 31 MAPLE STREET | BRISTOL | CT | 06010 | PUBLIC | FUNDING FOR GENERAL SUPPORT | $900 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PUBLIC | FUNDING TO PURCHASE TWO GOATS AND AN EARTH GIFT BASKET TO HELP SUPPORT THE ORGANIZATION'S EFFORTS TO ERADICATE POVERTY AND HUNGER | $225 |
| JERICHO ELEMENTARY SCHOOL PARTNERS IN EDUCATION | ||||||
| 190 VT RTE 15 | JERICHO | VT | 05465 | PUBLIC | FUNDING TO ENHANCE AND STRENGTHEN THE EDUCATIONAL AND SOCIAL ENVIRONMENT FOR JERICHO ELEMENTARY SCHOOL STUDENTS | $900 |
| LUCY'S LOVE BUS | ||||||
| 89 SOUTH STREET SUITE LL02 | BOSTON | CT | 02111 | PUBLIC | FUNDING TO HELP IMPROVE THE QUALITY OF LIFE FOR CHILDREN WITH CANCER AND LIFE-THREATENING ILLNESS, TO SUPPORT THEIR FAMILIES, AND TO MOBILIZE THE NEXT GENERATION OF CANCER ACTIVISTS | $225 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | PUBLIC | FUNDING TO SUPPORT THE FRIEND'S CAMPAIGN | $5,000 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | PUBLIC | FUNDING TO SUPPORT THE MONEY IN MOTION - SUMMER WORKFORCE PROGRAM | $5,000 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 060112702 | PUBLIC | FUNDING TO SUPPORT THE MEN & BOY'S FUND - ENDOWMENT | $2,500 |
| NEW ENGLAND CAROUSEL MUSEUM | ||||||
| 95 RIVERSIDE AVE | BRISTOL | CT | 06010 | PUBLIC | FUNDING TO HELP INSTALL AIR CONDITIONING ON 2ND FLOOR OF MUSEUM | $5,000 |
| NUTMEG SYMPHONY ORCHESTRA | ||||||
| PO BOX 2154 | BRISTOL | CT | 060112154 | PUBLIC | FUNDING FOR GENERAL SUPPORT | $2,500 |
| SAINT MARTHA SCHOOL | ||||||
| 214 BRAINARD ROAD | ENFIELD | CT | 06082 | PUBLIC | FUNDING FOR GENERAL SUPPORT | $900 |
| SHEPARD MEADOWS THERAPEUTIC RIDING CENTER | ||||||
| PO BOX 2826 | BRISTOL | CT | 060112826 | PUBLIC | FUNDING TO HELP SUPPORT A CERTIFIED INSTRUCTOR FOR THE SUMMER PROGRAM | $2,000 |
| THE SIMON FOUNDATION INC | ||||||
| 120 RESCUE LANE | BRISTOL | CT | 06002 | PUBLIC | FUNDING TO SUPPORT THE ANIMAL RESCUE AND ADOPTION CENTER | $225 |
| SPLASH INTERNATIONAL | ||||||
| 1326 FIFTH AVE SUITE 300 | SEATTLE | WA | 98101 | PUBLIC | FUNDING TO HELP PROVIDE CLEAN WATER, HYGIENE EDUCATION, AND SUSTAINABLE SANITATION TO THE WORLD'S URBAN YOUTH | $225 |
| UNITED WAY OF WEST CENTRAL CT | ||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | PUBLIC | FUNDING TO SUPPORT THE EARLY CHILDHOOD PROGRAMS | $2,000 |
| UNITED WAY OF WEST CENTRAL CT | ||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | PUBLIC | FUNDING TO SUPPORT THE ALZHEIMER'S FRIENDLY COMMUNITY COLLABORATION | $7,000 |
| VILLAGE HOPE CORE INTERNATIONAL | ||||||
| 10100 TRINITY PARKWAY SUITE 310 | STOCKTON | CA | 95219 | PUBLIC | FUNDING TO HELP SUPPORT THE ORGANIZATION'S EFFORTS TO ERADICATE POVERTY AND BUILDING HEALTHY COMMUNITIES IN KENYA | $225 |
| WINNING THE FIGHT AGAINST NEURODEGENERATIVE DISEASES | ||||||
| 1706 N ARMENIA AVENUE | TAMPA | FL | 33607 | PUBLIC | FUNDING TO HELP DEVELOP AND STUDY NUTRITIONAL THERAPIES FOR ALS (AMYOTROPHIC LATERAL SCLEROSIS) | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,965 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $837 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,827 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BARNES GROUP INC | StockNm |
| EOY Book Value | $515,820 | EOYBookValueAmt |
| EOYFMV | $2,575,615 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CT SECY OF STATE ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA PRIVATE BANK, INVESTMENT FEES | CategoryTxt |
| Amt | $2,826 | Amt |
| Net Investment Income | $2,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 ESTIMATED EXCISE TAX | CategoryTxt |
| Amt | $159 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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